Managing a significant windfall can come with many unexpected hurdles.
Globe is experienced in guiding clients who have come into unplanned amounts of money and need help working out the next step to ensure those funds are appropriately safeguarded for now and into the future.
Unplanned amounts can come from any number of sources, including :
- Death of a family member
- Sale of a business
- Insurance payout
- Lotto win
- Divorce Settlement
Globe has been sought many times in the media for our expertise in this area.